| Latest Forum Topics / Neptune Orient L Rg |
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Time To Change
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CalvinChia888
Master |
14-May-2015 11:17
Yells: "Pay It Forward Analyze The Analysts" |
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i exited NOL   cos i am betting Oil prices to hit $80 soon...i may be wrong.... |
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KAMAL0883
Supreme |
14-May-2015 11:03
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your dream may come true .... nothing is impossible
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Belteshazzar
Master |
14-May-2015 10:27
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PSA buy nol and integrate into their org and manage it will b more efficient...i dream |
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famouspinky
Supreme |
14-May-2015 08:56
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Demostation
Supreme |
14-May-2015 08:14
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Take profits when you have them. Otherwise regret when the profits disappeared.  |
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MetalTrader3
Supreme |
14-May-2015 08:09
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Red Cliff re-enacted: ZhuGe Liang is waiting for Zhou Yu to make a great stand, the battleship is ready to fire once cannon is inserted in battleship. |
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themachine
Member |
14-May-2015 07:58
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http://www.joc.com/maritime-news | ||||
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sgng123
Supreme |
13-May-2015 20:28
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don get hope too high too cos NOL disappoint lot of time. Keep cool and sidelined till 1Q result out of the way. Temasek would grind the directors hard if result not up to expectation since the closest comparsion hapag llord had returned to profit. |
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sgng123
Supreme |
13-May-2015 20:24
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Their pay are not high compared to rival liners but they are incompetent or plainly outdated in their business model. Currently the freight rate now are result of larger and more fuel efficient ships being deployed and streamlining of container shipping operation. This explain why market leader maersk line can double 1Q profit even though  voulme drop and low freight rate costhey had deposed of non ocean assets which eat into the profit margin. Getting rid of those value added assets and go main stream ocean shipping would alway be profitable as effort is being focus on getting ship fully loaded. Big issues facing NOL is they must divest away ALL NON CORE ASSETs since open market price for those assets are high now due to  QE  and improving US economy. Hapag llord merge with CSAV also the same thing getting rid of non core assets and focus on ocean shipping only nothing else, if customers want value added service go open market for 3PL. Pressure would build up very fast if NOL this thurs still cannot delivered and high chance CEO would be replaced.  Divesting all the port terminals plus liner trains would yield another fat profit for NOL share holders though it would be used to repay debt but NAV would get another boost. |
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KAMAL0883
Supreme |
13-May-2015 19:40
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the whole management team pay too high ???? eatern off the profit ????????? pls advise
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CalvinChia888
Master |
13-May-2015 19:09
Yells: "Pay It Forward Analyze The Analysts" |
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think NOL can hit $ 1.3 soon |
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ascend88
Master |
13-May-2015 16:55
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General Ng....General Ng...   |
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sgng123
Supreme |
13-May-2015 16:53
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This is nothing, market leader maesrk linde reported US$710 mil net profit double of last year despite decline in volume and freight rate. Shit don know how those liner squeeze out money from noways lol. NOL management under heavy pressure to perform, cannot perform = head chopping session. In fact the whole NOL board directors should be replaced due to incompetence. Incompetence not accepted in state owned enterprise, only the elite that make money is welconme. |
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ascend88
Master |
13-May-2015 14:50
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wow...  
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BraveTree
Member |
13-May-2015 14:45
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NOL' s G6 partners' press release of today: PROFIT FOR HAPAG-LLOYD IN THE FIRST QUARTER OF 2015! Euro 128.2 mill profit vs -119.1 mill the prior year EBITDA Euro 283.6 mill vs 2.9 mill the prior year  
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KAMAL0883
Supreme |
13-May-2015 13:50
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if storm really come in the afternoon then you gain my respect .... 我 拜 您 为 师
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KAMAL0883
Supreme |
13-May-2015 13:47
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OSIM : (
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ascend88
Master |
13-May-2015 13:44
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Relax lar .. Dun scare him lar .. Storm come open umbralla :)
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halleluyah
Supreme |
13-May-2015 13:17
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DANGER LAI LIAO......storm coming..... 
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halleluyah
Supreme |
13-May-2015 13:14
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looks like afternoon going to sink again..... |
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